Event Detail

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In this course, our presenter will review the characteristics (i.e., taxability, limitations, regulatory constraints, etc.) of a broad range of retirement options.  We will discuss IRAs (traditional and Roth), simplified employee pensions (SEPS), and pensions.  We will also address current issues in retirement planning needs analysis, as well as important factors related to social security, Medicare, and Medicaid.  

Learning Objectives:

  • Discuss retirement plan options
  • Review the retirement planning needs analysis process
  • Explore factors influencing social security, Medicare, and Medicaid benefits

When: Saturday, October 24th, 2020. 9:00 am to 5:00 pm EST
Where: Your home or office
Speaker: Peter J. Roland, CPA, CMA, CFP, PFS
CPE Credits: 8 Finance CPE
CLE Credits: 7 Substantive CLE 
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Internet-Based

The Presenter:

Peter J. Roland, CPA, CMA, CFP, PFS

Peter founded the Accountant-Lawyer Alliance (ALA) after conducting his doctoral dissertation research on technology-based collaboration between accountants and lawyers. His research demonstrated both the benefits of professional collaboration, as well as the need for both the accounting and legal professions to work together more effectively to better serve their clients. Peter holds a Bachelor of Science Degree in Business Administration from Elizabethtown College, a Master of Science Degree in Taxation from Drexel University, and a Ph.D. in Business Administration with a concentration in Financial Management from Northcentral University.


About CPE/CLE:

* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.

Non-Members use the "Register Now" button.